The ideal niche sits at the intersection of your authentic interests, your distinctive capabilities, and genuine market demand. Choosing a niche market can be challenging for many advisors, though, so let’s talk about strategies for finding a niche market for your business to focus on.
SMArtX Advisory Solutions, a leader in enterprise managed account technology, seamlessly integrates semi-liquid alternative investments, including interval and tender offer funds, directly into Unified Managed Accounts (UMAs) using its fully proprietary, end-to-end platform.
"Shawn brings valuable experience that strengthens our legal team as we continue to grow," said Shirl Penney, CEO and founder of Dynasty Financial Partners. "His judgment and insight will help us continue to support independent advisors as they build their businesses."
Advisory transitions aren’t just personnel changes—they’re moments of truth. Done well, they demonstrate professionalism, foresight, and commitment to the client experience. Done poorly, they risk reputational damage and long-term erosion of client trust.
If you're not talking to your clients about Self-Directed Brokerage Accounts (SDBAs), someone else will. As demand rises for more flexible, personalized retirement strategies, SDBAs are quickly moving from “nice to have” to “need to offer.” But not all SDBAs are created equal, and that's where AssetMark sets itself apart.
Dynamic Advisor Solutions blends robust investment support with a purpose-built technology platform designed to eliminate friction and support scalable growth. CTO Justin Patrick shares how the firm’s advisor-first design philosophy and deep integration strategy give it an edge in a fast-changing TAMP environment.
The funding will primarily accelerate innovation in GeoWealth’s UMA capabilities, while also strengthening the core technology foundation for its next phase of growth. As part of the use of proceeds in this round, GeoWealth has also completed the acquisition of the TAMP assets from Freedom Advisors.
